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Centerpoint Advisory Group

Latest statistics and disclosures from Centerpoint Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPMO, NVDA, PYLD, AAPL, VIG, and represent 24.39% of Centerpoint Advisory Group's stock portfolio.
Added to shares of these 10 stocks: IWF, SPMO, RDVI, SPHQ, GSY, WTV, PYLD, GL, HACK, MU.
Started 12 new stock positions in GSY, UNH, RPG, MU, IWM, XLK, GL, GEV, JPSE, GS. JNJ, HACK.
Reduced shares in these 10 stocks: , ABT, YEAR, VIG, DSTL, JPM, FSCO, FSK, QQQ, IGEB.
Sold out of its positions in YEAR, ABT, NOW.
Centerpoint Advisory Group was a net buyer of stock by $9.1M.
Centerpoint Advisory Group has $158M in assets under management (AUM), dropping by 18.74%.
Central Index Key (CIK): 0002054093

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Positions held by Centerpoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Centerpoint Advisory Group

Centerpoint Advisory Group holds 117 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	8.2	$13M	+7%	80k	161.54	View chart
NVIDIA Corporation (NVDA)	4.9	$7.7M		38k	200.09	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.9	$6.1M	+6%	231k	26.52	View chart
Apple (AAPL)	3.8	$6.0M		21k	289.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.6	$5.7M	-3%	24k	236.62	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	3.3	$5.2M		53k	98.59	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	3.0	$4.8M		116k	41.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.0	$4.7M	+295%	38k	124.17	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	2.8	$4.5M		65k	68.54	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.5	$3.9M	-2%	65k	59.73	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	2.3	$3.7M	+33%	126k	29.40	View chart
Etf Ser Solutions Distillate Us (DSTL)	2.2	$3.5M	-5%	59k	59.90	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.2	$3.5M	-2%	31k	112.88	View chart
Broadcom (AVGO)	2.1	$3.3M	+4%	8.7k	377.75	View chart
Ishares Tr Core Div Grwth (DGRO)	1.9	$3.0M	+2%	40k	75.79	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.9	$3.0M	+36%	34k	90.10	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.8	$2.8M	-2%	30k	95.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.7	$2.7M	+4%	22k	124.76	View chart
JPMorgan Chase & Co. (JPM)	1.7	$2.6M	-6%	8.0k	327.33	View chart
Amazon (AMZN)	1.7	$2.6M		11k	238.34	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.7	$2.6M	-2%	28k	93.92	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.6	$2.5M		31k	81.06	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.6	$2.5M		34k	72.28	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$2.3M	+4%	24k	96.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.3	$2.1M		8.7k	242.43	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	1.3	$2.1M	+5%	20k	105.16	View chart
Microsoft Corporation (MSFT)	1.3	$2.1M	+3%	5.6k	373.02	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$1.8M		5.2k	353.33	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.1	$1.8M		2.3k	763.14	View chart
Wisdomtree Tr Us Value Fd (WTV)	1.0	$1.6M	+30%	15k	101.72	View chart
Abbvie (ABBV)	0.9	$1.5M	-3%	5.8k	251.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.3M	-4%	1.8k	748.93	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.8	$1.2M	+4%	7.3k	170.14	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.8	$1.2M		19k	65.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.2M	+4%	2.3k	500.39	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$1.1M	+3%	3.5k	302.97	View chart
Chevron Corporation (CVX)	0.7	$1.1M		6.5k	165.76	View chart
Home Depot (HD)	0.7	$1.1M	-4%	3.0k	352.68	View chart
Oneok (OKE)	0.6	$1.0M	+14%	12k	86.94	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.6	$994k	+7%	1.6k	640.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$916k	+9%	2.6k	357.37	View chart
Blackrock (BLK)	0.6	$908k		944.00	961.56	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.6	$904k	-4%	7.4k	122.29	View chart
Advanced Micro Devices (AMD)	0.5	$837k	-8%	1.4k	580.91	View chart
Costco Wholesale Corporation (COST)	0.5	$816k	+6%	872.00	935.47	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.5	$811k		7.1k	114.88	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.5	$737k	+21%	4.5k	165.38	View chart
Wal-Mart Stores (WMT)	0.5	$728k	+8%	6.4k	113.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$716k	-15%	972.00	736.40	View chart
Caterpillar (CAT)	0.5	$714k	-3%	670.00	1064.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$711k		1.0k	686.69	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.4	$705k	-2%	27k	26.23	View chart
Meta Platforms Cl A (META)	0.4	$704k	+2%	1.2k	563.29	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$674k	-2%	339.00	1989.44	View chart
Dell Technologies CL C (DELL)	0.4	$636k	+5%	1.5k	431.46	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$613k	-8%	9.9k	62.20	View chart
First Tr Exchange-traded SHS (QTEC)	0.4	$608k		1.8k	334.69	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$580k	+9%	1.7k	334.82	View chart
Tesla Motors (TSLA)	0.4	$566k		1.3k	420.60	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.4	$553k	NEW	11k	50.15	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.3	$546k	-3%	4.5k	122.40	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$536k		2.2k	242.42	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.3	$520k		9.9k	52.38	View chart
Bank of America Corporation (BAC)	0.3	$517k		9.1k	56.98	View chart
American Express Company (AXP)	0.3	$461k		1.4k	338.25	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$461k		966.00	477.57	View chart
Netflix (NFLX)	0.3	$453k		6.4k	71.40	View chart
Eli Lilly & Co. (LLY)	0.3	$444k		370.00	1199.42	View chart
3M Company (MMM)	0.3	$431k		2.7k	161.91	View chart
Exxon Mobil Corporation (XOM)	0.3	$426k	+13%	3.1k	136.72	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.3	$408k	+42%	20k	20.67	View chart
Deere & Company (DE)	0.2	$389k		613.00	634.33	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.2	$374k	+79%	12k	31.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$374k	-2%	7.4k	50.57	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$373k		7.0k	53.61	View chart
Procter & Gamble Company (PG)	0.2	$365k		2.5k	146.64	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.2	$365k		8.3k	43.71	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.2	$356k	-14%	6.8k	52.19	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.2	$353k	-27%	7.8k	45.11	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$350k	+105%	5.9k	59.71	View chart
Globe Life (GL)	0.2	$341k	NEW	1.9k	178.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$338k		912.00	370.04	View chart
PNC Financial Services (PNC)	0.2	$331k		1.3k	246.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$322k		10k	31.71	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.2	$321k		6.3k	50.71	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$312k	NEW	3.0k	104.92	View chart
Iron Mountain (IRM)	0.2	$311k	-2%	2.5k	126.31	View chart
Micron Technology (MU)	0.2	$306k	NEW	265.00	1154.29	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$304k		2.8k	110.32	View chart
Fs Kkr Capital Corp (FSK)	0.2	$301k	-30%	29k	10.50	View chart
Merck & Co (MRK)	0.2	$300k	+28%	2.3k	128.50	View chart
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP)	0.2	$296k		12k	25.66	View chart
Arista Networks Com Shs (ANET)	0.2	$290k		1.7k	169.88	View chart
Cummins (CMI)	0.2	$285k		400.00	713.21	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$284k		5.4k	53.11	View chart
Wells Fargo & Company (WFC)	0.2	$261k	-24%	3.2k	82.64	View chart
RBB F/m Us Treasury (TBIL)	0.2	$260k		5.2k	49.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$259k		1.8k	146.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$253k		339.00	746.77	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$251k		865.00	290.62	View chart
Southern Copper Corporation (SCCO)	0.2	$248k		1.4k	174.26	View chart
Ge Vernova (GEV)	0.2	$248k	NEW	211.00	1174.86	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.2	$245k		3.9k	62.46	View chart
Goldman Sachs (GS)	0.2	$237k	NEW	234.00	1011.37	View chart
Ab Active Etfs Shor Du Yiel Etf (SYFI)	0.1	$233k		6.5k	35.72	View chart
Palantir Technologies Cl A (PLTR)	0.1	$232k	-22%	2.0k	116.67	View chart
Union Pacific Corporation (UNP)	0.1	$229k		842.00	272.00	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$229k	NEW	1.2k	190.52	View chart
UnitedHealth (UNH)	0.1	$227k	NEW	547.00	415.63	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$221k		2.4k	91.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$220k	NEW	732.00	300.45	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$212k	NEW	3.3k	63.85	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.1	$204k	NEW	3.4k	60.16	View chart
Johnson & Johnson (JNJ)	0.1	$203k	NEW	798.00	253.97	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$113k	-56%	23k	4.99	View chart
Gevo Com Par (GEVO)	0.1	$81k		54k	1.50	View chart
Maia Biotechnology (MAIA)	0.0	$23k		16k	1.44	View chart

Past Filings by Centerpoint Advisory Group

SEC 13F filings are viewable for Centerpoint Advisory Group going back to 2024

Centerpoint Advisory Group 2026 Q2 filed July 29, 2026
Centerpoint Advisory Group 2026 Q1 filed April 29, 2026
Centerpoint Advisory Group 2025 Q4 filed Feb. 3, 2026
Centerpoint Advisory Group 2025 Q3 filed Nov. 4, 2025
Centerpoint Advisory Group 2025 Q2 filed Aug. 6, 2025
Centerpoint Advisory Group 2025 Q1 filed April 22, 2025
Centerpoint Advisory Group 2024 Q4 filed Jan. 30, 2025

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